+113.1%
ORRF vs VT
+57.9%
+55.2%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.4% | -1.4% |
| 7D | +0.8% | -1.6% | +2.5% | +1.9% |
| 30D | +7.2% | -2.5% | +9.7% | +8.8% |
| 3M | +2.9% | -1.3% | +4.2% | +3.6% |
| 6M | +21.9% | +3.1% | +18.8% | +19.0% |
| YTD | +29.0% | +10.9% | +18.1% | +19.7% |
| 1Y | +37.2% | +12.1% | +25.2% | +26.4% |
| 3Y | +115.4% | +73.9% | +41.5% | +52.0% |
| All | +113.1% | +57.9% | +55.2% | +58.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling